To educate my clients so that together we may make the decisions necessary that will give them the financial independence they so desire. This I hope to accomplish by using the resources available to me through a team of professionals with various specialties that will ensure that the decisions my clients make will help address their goals and objectives that will help facilitate financial independence.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014 & 2015 Five Star Wealth Managers.